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CMAC_Terry
Helper I
Helper I

Calculate Customer Rebate based on Tiered Cumulative SalesFYTD

Hoping someone out there can help me. I want to calculate a customer rebate based on the cumulative sales multiplied by a  % when sales reach certain levels, eg:

 

FYTD Sales > 400K , FYTD Sales * 0 ,

FYTD Sales > 400K && FYTD Sales < 500K , FYTD Sales * 0.02

(Above only on the sales between 400K && 500K =  100K * 0.02 = 2K)

FYTD Sales >500K, FYTD Sales * 0.045 (Only on the sales above 500k)

 

 

I'm trying create the measure: tried if and switch statements, on cumulatve sales and Sales DatesYTD, but can't get it to work.

 

Problems I'm having are either I calculate the right figures but it won't display properly over months (to show montly calculation ), or the measure shows correctly over months but calculates incorrect figures ( on the whole sales including the first 400).

 

Anyone any ideas or done something similar, appreciate all the help I can get,.

 

Thanks 

1 ACCEPTED SOLUTION
Stachu
Community Champion
Community Champion

try this, I've put the input values as variables so it's easier to adjust in the future

Rebate =
VAR AmountSold = [FYTD Sales]
VAR UpperValue = 500000
VAR UpperRebate = 0.045
VAR LowerValue = 400000
VAR LowerRebate = 0.02
RETURN
    IF (
        AmountSold > UpperValue,
        ( AmountSold - UpperValue )
            * UpperRebate
            + ( UpperValue - LowerValue )
            * LowerRebate,
        IF ( AmountSold > LowerValue, ( AmountSold - LowerValue ) * LowerRebate, 0 )
    )


Did I answer your question? Mark my post as a solution!
Thank you for the kudos 🙂

View solution in original post

3 REPLIES 3
v-huizhn-msft
Microsoft Employee
Microsoft Employee

Hi @CMAC_Terry,

Please follow the solution @Stachu posted. Please mark the reply as answer if you have resolved your issue. Please share your sample table to test if you still have problems.

Thanks,
Angelia

Stachu
Community Champion
Community Champion

try this, I've put the input values as variables so it's easier to adjust in the future

Rebate =
VAR AmountSold = [FYTD Sales]
VAR UpperValue = 500000
VAR UpperRebate = 0.045
VAR LowerValue = 400000
VAR LowerRebate = 0.02
RETURN
    IF (
        AmountSold > UpperValue,
        ( AmountSold - UpperValue )
            * UpperRebate
            + ( UpperValue - LowerValue )
            * LowerRebate,
        IF ( AmountSold > LowerValue, ( AmountSold - LowerValue ) * LowerRebate, 0 )
    )


Did I answer your question? Mark my post as a solution!
Thank you for the kudos 🙂

Thanks for your help

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